Upcoming Webinars, Seminars & Conference Calls
May 13, 2021
- DI Underwriting -
an Illinois Mutual webinar
Learn about the DI underwriting process and tips for successfully taking a DI application.
11AM ET - Register here. - Protecting the Future of Small Businesses: Uncover Strategies and Solutions in the Business Market -
a Prudential Financial webinar
Register for this Advanced Planning webinar. The small business market in the U.S. is 30.2 million strong! Don’t miss out on this huge opportunity. Karen Hofmann will discuss the market, current trends, and strategies.
2PM ET - Register here.
May 14, 2021
- Hybrid life & annuity LTC Training –
a OneAmerica webinar
This is a live presentation covering all of the OneAmerica Care Solutions options and sales ideas. This session is about 55 minutes and will cover the following details...
- Setting up the LTC sale
- Covering two individuals under one policy
- Lifetime benefits and the advantages
- Use of IRA, 401k, 403b to pay for LTC
- Guaranteed premiums for LTC
- Convert NQ annuities to tax-free for LTC
11:00 AM ET - Register here.
May 20, 2021
- LIFT: Pre-fund retirement taxes -
a Securian Financial webinar
Is it possible to help your clients "pre-fund" the taxes they'll incur on their retirement distributions? Learn how with Natalia Keene, Advanced Sales Counsel for Securian Financial.
2PM ET - Register here.
May 21, 2021
- Why Joint Life/LTC? -
a OneAmerica webinar
The goal of this webinar is to focus on the significant advantages of doing a joint second-to-die life policy for long-term care versus two separate individual life/LTC policies for couples.
11AM ET - Register here.
May 28, 2021
- Hybrid life & annuity LTC Training –
a OneAmerica webinar
This is a live presentation covering all of the OneAmerica Care Solutions options and sales ideas. This session is about 55 minutes and will cover the following details...
- Setting up the LTC sale
- Covering two individuals under one policy
- Lifetime benefits and the advantages
- Use of IRA, 401k, 403b to pay for LTC
- Guaranteed premiums for LTC
- Convert NQ annuities to tax-free for LTC
11:00 AM ET - Register here.
June 2, 2021
- Signature Performance IUL
Product Training Webinar
-
an American National webinar
Making Signature Performance IUL an easy choice. Based on carefully selected indices, two new crediting strategies offer your clients additional options to achieve their financial goals.
2PM ET - Register here. - The BE Product -
an Illinois Mutual webinar
Attend this webinar to learn about our BE DI product, Business Expense Power®, and the optional riders you can offer your clients to help them keep the doors of their business open.
4PM ET - Register here.
June 4, 2021
- Asset Care: One-Liners & Handling Objections -
a OneAmerica webinar
During this webinar, we will dive deeper into some one-liners we’ve found helpful when presenting long-term care solutions. We also will discuss common objections from clients and ways to handle them.
11AM ET - Register here.
June 11, 2021
- Hybrid life & annuity LTC Training –
a OneAmerica webinar
This is a live presentation covering all of the OneAmerica Care Solutions options and sales ideas. This session is about 55 minutes and will cover the following details...
- Setting up the LTC sale
- Covering two individuals under one policy
- Lifetime benefits and the advantages
- Use of IRA, 401k, 403b to pay for LTC
- Guaranteed premiums for LTC
- Convert NQ annuities to tax-free for LTC
11:00 AM ET - Register here.
June 15, 2021
- Understanding DI Underwriting -
an Illinois Mutual webinar
Join this webinar to better understand DI underwriting and how it can help you improve customer experiences! You’ll learn about:
- DI products that meet the needs of the middle market
- Product features that really matter to your client
- Underwriting tips to navigate the process seamlessly
- Avoiding common mistakes that can slow down underwriting
We’ll equip you with the right tools and strategies to position you for DI sales success!
11AM ET - Register here.
June 18, 2021
- Care Solutions: Two Approaches to the LTC Conversation -
a OneAmerica webinar
Sometimes long-term care conversations can be difficult to have with clients. Please join us to explore two separate approaches you can take with client longterm care conversations, emotional and/or financial.
11AM ET - Register here.
June 25, 2021
- Hybrid Life & Annuity LTC Training –
a OneAmerica webinar
This is a live presentation covering all of the OneAmerica Care Solutions options and sales ideas. This session is about 55 minutes and will cover the following details...
- Setting up the LTC sale
- Covering two individuals under one policy
- Lifetime benefits and the advantages
- Use of IRA, 401k, 403b to pay for LTC
- Guaranteed premiums for LTC
- Convert NQ annuities to tax-free for LTC
11:00 AM ET - Register here.